12/24/2018
“If you look at the demographics of Stifel, we have great coverage in the Northeast and Midwest, and there has been a gap that needed to be filled in the Southeast region. We have been working on that aggressively over the past two years.”
12/20/2018
Wealth Advisor Industry Veteran Nikki Michelini Appointed to Lead Multi-family Office Service in Aspiriant's San Francisco Location, Delivering High-Touch Engagement to Bay Area Clients
12/20/2018
To help you prepare for a year of heady change, we’ve created a cheat sheet of key industry leaders to keep an eye on in 2019.
12/20/2018
First Republic has more than 70 offices, primarily in urban, coastal markets in the United States.
12/20/2018
Three in 10 FAs said that the one large investment they would like to make to improve their business is to enhance the client experience.
12/19/2018
It was reported that the firm already had clients from Brazil and Argentina and that it was looking to cement its presence in the region.
12/19/2018
The announcement was published in the November issue of Chicago Magazine and is the seventh time Duncan has won the award.
12/19/2018
One of the new clients is Grange Insurance of Columbus, Ohio, which appointed Northern Trust to provide a range of services, including global custody and insurance investment accounting, for USD2.5 billion in assets.
12/19/2018
It’s one solution to the investing conundrum facing its ultra-wealthy clients: How to navigate a multi-speed world
12/19/2018
AG&S will be our first family office and business management firm to be headquartered in New York
12/18/2018
Family offices are now capable of making transactions that were traditionally reserved for big companies or private-equity firms and therefore are becoming a disruptive force in the market-place.
12/18/2018
Bank brokerage moved more than $9 billion in two-year period
12/17/2018
String-instrument broker now plans to launch his first fund
12/17/2018
Focus also announced that Alpern Wealth Management, LLC and Griffon Financial Planning, Inc. have entered into definitive agreements to join Focus partner Buckingham Strategic Wealth.
12/14/2018
The Private Bank Awards were selected by Global Finance's editorial board with input from executives and industry insiders.
12/14/2018
Algar notes that Alberta's cyclical economy and resulting mentality toward wealth holds important lessons in wealth management for all families regardless of income status.
12/14/2018
Construction on the 46-story tower known as TSX Broadway is set to begin in January
12/14/2018
This new publication, which is our 25th Alliance Research report, chronicles the ecosystem of the family wealth industry.
12/14/2018
Albridge Wealth Reporting allows advisors to present a complete view of all client assets, even those held away.
12/13/2018
It will advise on products ranging from securities to alternative investments, as well as access to global managers through BNY Mellon's Pershing.